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Gofen & Glossberg’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Gofen & Glossberg’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.86M Sell
50,731
-190
-0.4% -$7K 0.05% 196
2022
Q3 		$1.73M Buy
50,921
+921
+2% +$35K 0.05% 195
2022
Q2 		$1.81M Buy
+50,000
New +$1.96M 0.05% 197

Other funds holding EFIV

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Gofen & Glossberg's EFIV Position: Q4 2022 in Review

Gofen & Glossberg reduced its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 0.37% in Q4 2022, selling an estimated $7K and leaving 50,731 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #196.

Gofen & Glossberg first reported a position in EFIV in Q2 2022 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold EFIV as of Q4 2022.

  • Gofen & Glossberg held 50,731 shares of State Street SPDR S&P 500 ESG ETF worth $1.86M as of Q4 2022.
  • Gofen & Glossberg sold 190 State Street SPDR S&P 500 ESG ETF shares in Q4 2022, an estimated $7K.
  • State Street SPDR S&P 500 ESG ETF made up 0.05% of Gofen & Glossberg's portfolio in Q4 2022, its #196 holding.
  • Gofen & Glossberg first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2022 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.